Small Changes, Big Results | Your Wealth Journey Podcast

Small Changes, Big Results | Your Wealth Journey Podcast

Por: Shallon Weis, CFP
Bradford Financial Center, a national wealth management company, delivers a financial advisor's simple approach to making small changes that can result in big results for your financial future. From budgeting, tax planning, and saving for retirement to college planning, smarter insurance solutions, and building wealth, the practical advice is easy to apply for investors at any level.

All episodes include a "Five in Five" segment where we break down quick-hit financial trends for their listeners.
16 episodios disponibles

Latest episodes of the podcast Small Changes, Big Results | Your Wealth Journey Podcast

Episode 16 | Understanding the 2025 Tax Code Changes 16/06/2025
Episode 15 | Should I Pay Off My Mortgage Early? 16/06/2025
Episode 14 | Financial Train Wrecks & How to Avoid Them 16/06/2025
Episode 13 | Estate Planning & Helping the Next Generation Grow Their Wealth 29/05/2024
Episode 12 | Financially Preparing for Life Stages Ahead 15/03/2024
Episode 11 | Understanding Insurance Products 12/02/2024
Episode 10 | Tax Planning and Tax Saving 05/12/2023
Episode 09 | Stages of Retirement Planning: Post Retirement Investing 17/02/2023
Episode 08 | Stages of Retirement Planning: Prepping for Your Exit Plan 17/02/2023
Episode 07 | Stages of Retirement Planning: Pre-Retirement 26/10/2022
Episode 06 | How to Pay for College When You're Running Out of Time 10/05/2022
Episode 05 | Pre-planning for College Savings 10/05/2022
Episode 04 | College Planning: Exploring Strategies for Parents and Students 10/05/2022
Episode 03 | Budgeting & Unexpected Ways to Save Money 25/03/2022
Episode 02 | Budgeting & Smart Ways to Lay a Strong Foundation 25/03/2022
Episode 01 | Budgeting & Tackling Debt 25/03/2022
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA